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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1101 |
SCM
1101
SKBA Capital Management
San Francisco,
California
| $1.17B | -$113M | -9% | 8.09% | 53.9% | 92 | 8.7% | 1.6 |
|
| 1102 |
FA
1102
FDx Advisors
Chicago,
Illinois
| $1.16B | -$851M | -42% | 6.16% | 66.2% | 1,036 | 36.58% | 1.4 |
|
| 1103 |
1103
Trexquant Investment
Stamford,
Connecticut
| $1.16B | +$271M | +30% | 16.1% | 112% | 1,505 | 70.9% | 0.2 |
|
| 1104 |
1104
Kentucky Retirement Systems
Frankfort,
Kentucky
| $1.16B | -$68M | -6% | 5.73% | 137% | 509 | 4.32% | 1.9 |
|
| 1105 |
SR
1105
Swiss Re
Zurich,
Switzerland
| $1.16B | -$8.36M | -0.7% | 0.95% | – | 7 | 14.29% | 0.8 |
|
| 1106 |
1106
Central Trust Company
Jefferson City,
Missouri
| $1.15B | -$123M | -10% | 6.83% | 84% | 1,335 | 13.33% | 1.7 |
|
| 1107 |
NTC
1107
North Tide Capital
Boston,
Massachusetts
| $1.15B | -$238M | -17% | 18.5% | 14.8% | 23 | 34.78% | 1.5 |
|
| 1108 |
1108
Eastern Bank
Boston,
Massachusetts
| $1.15B | -$91.2M | -7% | 6.4% | 102% | 218 | 12.84% | 1.8 |
|
| 1109 |
WC
1109
Walthausen & Co
Malta,
New York
| $1.15B | -$222M | -16% | 9.94% | 63.3% | 146 | 21.23% | 1.2 |
|
| 1110 |
LOAMU
1110
Lombard Odier Asset Management (USA)
New York
| $1.15B | -$262M | -19% | 8.65% | 96.8% | 253 | 52.96% | 0.5 |
|
| 1111 |
FP
1111
Foundry Partners
Minneapolis,
Minnesota
| $1.14B | -$106M | -8% | 6.29% | 44.4% | 297 | 24.24% | 1 |
|
| 1112 |
MI
1112
Markston International
White Plains,
New York
| $1.14B | -$215M | -16% | 7.12% | 109% | 218 | 7.34% | 2.1 |
|
| 1113 |
CT
1113
Cambridge Trust
Cambridge,
Massachusetts
| $1.14B | -$66.4M | -6% | 5.44% | 42.9% | 237 | 14.35% | 1.7 |
|
| 1114 |
NCCM
1114
Nine Chapters Capital Management
Short Hills,
New Jersey
| $1.14B | -$54.1M | -5% | 9.62% | – | 1,377 | 61.8% | 0.4 |
|
| 1115 |
KC
1115
Kelso & Company
New York
| $1.13B | -$525M | -32% | 29.5% | – | 2 | 0% | 1 |
|
| 1116 |
FCIM
1116
Fairview Capital Investment Management
Greenbrae,
California
| $1.13B | -$71.7M | -6% | 11.7% | 61.7% | 77 | 11.69% | 1.9 |
|
| 1117 |
FBNAT
1117
FirstMerit Bank N.A. Trustee
Akron,
Ohio
| $1.13B | -$83.1M | -7% | 6.1% | 27% | 320 | 8.75% | 1.9 |
|
| 1118 |
1118
Investor AB
Stockholm,
Sweden
| $1.12B | +$57.4M | +5% | 7.18% | 86.6% | 9 | 22.22% | 2.1 |
|
| 1119 |
1119
Clark Capital Management Group
Philadelphia,
Pennsylvania
| $1.12B | +$28.2M | +3% | 4.01% | 109% | 370 | 32.16% | 1.2 |
|
| 1120 |
CPCM
1120
Clifton Park Capital Management
Wilmington,
Delaware
| $1.12B | -$255M | -19% | 4.58% | – | 21 | 4.76% | 2 |
|
| 1121 |
1121
Capital International Sarl
Los Angeles,
California
| $1.12B | -$234M | -17% | 12.8% | 149% | 189 | 10.05% | 1.6 |
|
| 1122 |
SC
1122
Shellback Capital
Boston,
Massachusetts
| $1.12B | -$321M | -22% | 4.18% | 198% | 121 | 66.12% | 0.3 |
|
| 1123 |
GAI
1123
General American Investors
New York
| $1.11B | -$107M | -9% | 6.29% | 129% | 61 | 3.28% | 1.8 |
|
| 1124 |
PTC
1124
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| $1.11B | +$1.08B | +3,988% | 9.09% | 162% | 197 | 25.38% | 1.5 |
|
| 1125 |
ABTD
1125
Arvest Bank Trust Division
Dewey,
Oklahoma
| $1.11B | -$75.3M | -6% | 7.62% | – | 136 | 21.32% | 0.8 |
|